PLANR SOFTWARE LIMITED

Planr Software Limited delivers an AI‑driven operating system designed specifically for private‑equity investors. By unifying portfolio monitoring, value‑creation tools and automated valuations into a single platform, Planr turns scattered spreadsheets, PDFs and board decks into one source of truth that updates in real‑time. The system ingests both structured data from existing systems and unstructured information from documents, then uses proprietary machine‑learning models to surface the *why* behind every number and to flag anomalies, revenue misses or cost overruns before they become critical.

The core offering is split into three modules. Portfolio Monitoring+ provides a unified P&L view across all holdings, predictive forecasting 60‑90 days ahead and scenario modelling for headcount, budget or operational changes. Value Creation pinpoints growth levers in sales, go‑to‑market execution, HR and revenue operations, delivering automated progress updates on key initiatives. Valuations automates calculation and reporting, supporting multiple chart‑of‑accounts structures. All insights are accessed through a natural‑language interface that feels like conversing with a senior analyst—no training or complex set‑up required. Planr’s end‑to‑end solution is built for the world’s leading investment firms that need faster, smarter decision‑making across multi‑billion‑dollar portfolios.